AI, AUTOMATION & CRM CONSULTANCY

Make your CRM, automation and AI work for your business

We help UK service businesses improve lead handling, reduce repetitive administration and connect their systems. Start with the process that needs to work better, and we’ll help you decide what to change and how to deliver it.

What would you like to improve?

Choose your starting point

Improve your CRM, decide what to automate or get ongoing guidance. The starting point depends on the process you want to improve and how clearly the work is defined.

Clear priorities

We look at the people, systems and information involved, then identify what needs to change. A focused review can help clarify priorities before you commit to implementation.

A scope you can review

Your proposal sets out the work, responsibilities and fees before paid work begins. Choose a defined project or ongoing support according to your needs.

AI & automation consultancy

Define a process improvement and the data, integrations and controls it needs. Choose conventional automation, AI or a clearer manual workflow according to the problem.

Explore AI & automation

Improve your CRM

Get clearer customer records, useful reporting and reliable handovers. Review an existing CRM or plan a new one around the way your business works.

Explore CRM strategy

Get ongoing guidance

Get ongoing support with priorities, technology decisions, supplier reviews and delivery plans across CRM, automation, AI and data.

Explore fractional consultancy

Decide what to automate

Review up to five workflows in one team or operational area. Receive a written report, decision workshop and practical 90-day action plan for £1,500 + VAT.

See the audit scope

Zoho CRM consultancy

Plan, implement or improve Zoho CRM and its connections with the wider Zoho ecosystem, from pipelines and permissions to automation and reporting.

Explore Zoho CRM

Zoho finance & expenses

Connect sales, invoicing, expenses and reporting through Zoho Books, Expense and related applications, with agreed responsibilities and controls.

Explore Zoho finance

What our clients say

Experience in their own words

Clients work with Futuro on CRM, connected systems and digital acquisition. Their reviews describe the projects, support and improvements they have experienced.

Excellent

Futuro Digital Consultancy5.0

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Maria A.

Since 2018, we have been working with Futuro Digital Consultancy, and our experience has been very positive. Under Robert's skilled guidance, our CRM and digital marketing initiatives have seen substantial improvements at Harding Chartered Surveyors. With their support, our revenue has more than doubled and our lead generation has increased significantly. Robert and his team offer insightful and practical solutions that have markedly enhanced our business operations. We appreciate their dedication to delivering measurable results and would recommend their services to those seeking to improve their digital strategies.

Ava K.

Review My CRM built my website which I am perfectly happy with. They took on board everything I have asked for, plus they gave me good advice on technical issues and SEO. I highly recommend them.

Kate S.

Rob is a real asset. He will sort out any issues promptly and has great ideas for improvements. He ensures that everything runs smoothly.

James B.

Rob has been our CRM consultant for a number of years now. He knowledge and expertise are greatly appreciated and he is always on hand to help resolve issues quickly. He has allowed us to scale our basis with a top notch CRM that is bespoke and has automation which saves us countless hours.

Experience across customer journeys and business systems

About Futuro

Established in 2015, Futuro’s experience spans digital acquisition, CRM, integrations and automation, with practical AI consultancy building on those foundations. We consider the process, data and people around a technology decision so recommendations fit the business that will use them.